Jonathan Bede Kim
Professional Summary
Jonathan Bede Kim, who also goes by Jonathan Kim, Jonathan Kim, is a registered financial advisor currently at ZANBATO SECURITIES LLC located in Mountain View, California. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2002. Jonathan has worked at 2 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jonathan Kim, Jonathan Kim
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
ZANBATO SECURITIES LLC
Contact Information
Main Address
711 / 715 N. Shoreline Blvd., Mountain View, CA 94043Mailing Address
711 / 715 N. Shoreline Blvd., Mountain View, CA 94043Phone Number
(650) 557-2333Established
Delaware since 06/17/2015Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (43 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/11/2019)
(4/28/2021)
(1/24/2019)
(4/28/2021)
(4/28/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathan Bede Kim's CRS (Customer Relationship Summary).
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